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Hilltop Wealth Advisors’s Walmart Inc WMT Stock Holding History

Hilltop Wealth Advisors’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$220K Buy
+1,767
New +$217K 0.13% 52
2025
Q1 		– Sell
-2,688
Closed -$243K – 56
2024
Q4 		$243K Sell
2,688
-469
-15% -$40.7K 0.12% 45
2024
Q3 		$255K Buy
3,157
+32
+1% +$2.35K 0.12% 42
2024
Q2 		$212K Buy
+3,125
New +$197K 0.11% 51
2022
Q3 		– Sell
-7,011
Closed -$284K – 38
2022
Q2 		$284K Buy
+7,011
New +$323K 0.28% 22

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hilltop Wealth Advisors's WMT Position: Q1 2026 in Review

Hilltop Wealth Advisors opened a new position in Walmart Inc (WMT) in Q1 2026: 1,767 shares worth $220K. The stake represents 0.13% of the portfolio and ranks #52 among its holdings. This is a return to the name: Hilltop Wealth Advisors previously reported a position in WMT as recently as Q4 2024.

Hilltop Wealth Advisors first reported a position in WMT in Q2 2022 and has held it in 5 quarters since. The position peaked at $284K in Q2 2022. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Hilltop Wealth Advisors held 1,767 shares of Walmart Inc worth $220K as of Q1 2026.
  • Walmart Inc was a new Hilltop Wealth Advisors position in Q1 2026.
  • Walmart Inc made up 0.13% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #52 holding.
  • Hilltop Wealth Advisors first reported a position in Walmart Inc in Q2 2022 and has held it in 5 quarters since.
  • Hilltop Wealth Advisors's Walmart Inc position peaked at $284K in Q2 2022.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.